Monograph Wealth Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Monograph Wealth Advisors’s Portfolio GUNR Stock Details GUNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$458K	Hold	8,310	–	–	0.04%	99
2025 Q4	$381K	Sell	8,310 -245	-3%	-$10.9K	0.04%	103
2025 Q3	$375K	Hold	8,555	–	–	0.04%	109
2025 Q2	$343K	Hold	8,555	–	–	0.04%	99
2025 Q1	$332K	Hold	8,555	–	–	0.05%	89
2024 Q4	$311K	Hold	8,555	–	–	0.04%	90
2024 Q3	$353K	Hold	8,555	–	–	0.05%	88
2024 Q2	$343K	Hold	8,555	–	–	0.05%	84
2024 Q1	$351K	Hold	8,555	–	–	0.05%	119
2023 Q4	$350K	Buy	8,555 +290	+4%	+$11.5K	0.06%	76
2023 Q3	$334K	Hold	8,265	–	–	0.07%	87
2023 Q2	$331K	Hold	8,265	–	–	0.07%	65
2023 Q1	$350K	Hold	8,265	–	–	0.08%	63
2022 Q4	$359K	Hold	8,265	–	–	0.1%	64
2022 Q3	$311K	Hold	8,265	–	–	0.1%	57
2022 Q2	$328K	Hold	8,265	–	–	0.1%	57
2022 Q1	$387K	Hold	8,265	–	–	0.1%	60
2021 Q4	$326K	Buy	+8,265	New	+$320K	0.08%	65

Other funds holding GUNR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

CFFNO

Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

COI

Connable Office Inc Kalamazoo, Michigan $1.02B AUM 19.74% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Monograph Wealth Advisors's GUNR Position: Q1 2026 in Review

Monograph Wealth Advisors held its FlexShares Global Upstream Natural Resources Index Fund (GUNR) position steady in Q1 2026 at 8,310 shares worth $458K. The position accounts for 0.04% of the portfolio, ranked #99.

Monograph Wealth Advisors first reported a position in GUNR in Q4 2021 and has held it in 18 quarters since. 297 funds tracked by Wall St. Rank hold GUNR as of Q1 2026.

Monograph Wealth Advisors held 8,310 shares of FlexShares Global Upstream Natural Resources Index Fund worth $458K as of Q1 2026.
Monograph Wealth Advisors left its FlexShares Global Upstream Natural Resources Index Fund share count unchanged in Q1 2026.
FlexShares Global Upstream Natural Resources Index Fund made up 0.04% of Monograph Wealth Advisors's portfolio in Q1 2026, its #99 holding.
Monograph Wealth Advisors first reported a position in FlexShares Global Upstream Natural Resources Index Fund in Q4 2021 and has held it in 18 quarters since.
297 funds tracked by Wall St. Rank held FlexShares Global Upstream Natural Resources Index Fund as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.